Become a Client-Focused Financial Services Support Agent at Desjardins, driving operational excellence through meticulous documentation and analysis. Collaborate with account managers to enhance client interactions in this rewarding position.

In the role of Financial Services Support Agent, you will play a key part in aiding account managers at Desjardins. This position involves preparing essential documentation for client meetings, updating financial profiles, and performing thorough analyses on financial products. You will monitor line of credit transactions and ensure document compliance, contributing to the efficiency of financial operations.

Key Responsibilities:
• Prepare and organize client and member meeting documentation
• Perform financial analyses and update records




• Conduct monitoring of line of credit activities
• Manage documentation related to financial transactions
• Ensure document compliance and manage proper filing

Requirements:
• Attestation of Collegial Studies minimum
• Two years of relevant operational experience required
• Knowledge of French necessary
• Experience with financial product compliance
• Effective communication and customer service skills

Bring your operational skills and financial knowledge to Desjardins as a leader in client support.
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📌 Client-Focused Financial Services Support (Quebec City)
🏢 Desjardins Group
📍 Quebec City